Suzanne Hazlett
Suzanne Hazlett is a CFP-designated registered investment advisor at Hazlett Wealth Management LLC, based in Ketchum, ID, with 28 years of industry experience. Suzanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
675 Sun Valley Road, Suites J1 + J2, Ketchum, ID, 83340
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Suzanne is an agent for non-variable insurance and employee benefits through Hazlett Wealth Management LLC, dedicating a few hours per week. She is also the CEO of Hazlett Wealth Management, LLC and owner/proprietor of Suzanne Hazlett Art, spending about a quarter of her time creating fine art.
Employment History
Current Registrations
Hazlett Wealth Management LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.